Services
Bookkeeping Services
- Chart of accounts tailored to your nonprofit industry.
- Defined process that ensures every dollar you spend gets accounted for.
- Timely financials so you can make informed decisions.
- Cash or accrual financials. We have you covered.
Accounting Services
- Assist your staff with understanding financial reports.
- Forecasts of income, expenses, and cash flows for future insight.
- Leverage data to understand future financial impact of current business decisions.
- Audit-ready financials to show funders great financial stewardship.
Bill-Pay & Invoicing
- Manage all your business payments from any device.
- Pay and get paid 2x faster WITH increased security.
- Auditable internal controls that keep you compliant.
- Automate payments and sync to your system instantly.
- Dedicated support when the unexpected happens.
Payroll Services
- Full-service payroll across all 50 states.
- Employee self onboarding and servicing in 3x the speed.
- Direct deposit to get employees paid fast & securely.
- Suite of HR tools and support to give you an HR Department, without the cost of HR Department.
Budgeting Services
- Proven 7-step process to prepare your annual budget.
- Understand the true cost of your programs to ask funders for exactly the amount you need.
- Detailed budgets to help your funders understand their ROI.
- Diversify your revenue sources and GROW your programs.
Software Selection & Implementation
- Expertise to choose the best software for you.
- Get up and running quickly and easily with our help.
- Tech Stack chosen specifically for nonprofits.
- Discounted Rates on Quickbooks software for life.
CFO Advisory Services
- Incorporation services to help get your org up and running.
- Internal controls to educate your staff, and protect yourself.
- Financial policies to maintain best practices.
- Dashboards of KPI’s to move from hindsight to insight.
- Suite of financial and non-financial tools to increase efficiency and deliver better services.
Tax Services
- Federal and State Form 990s for gov’t compliance.
- Tips to showcase your impact to funders.
- Penalty abatement services if you’ve found yourself in a tight spot for a good reason.
- Tax consulting and Unrelated Business Income Tax advice.
100% Satisfaction Guarantee
We offer a no questions asked, 90 Day Moneyback Guarantee on all monthly services.
(Yep. Seriously. That’s how certain we are you’ll love what we have to offer to you .)